Notification of Changes for Business Entity
General Information  
Business Entity Name: WORLD FINANCIAL GROUP INSURANCE AGENCY
Incorporation / Formation Date:  
FEIN: 95-3809372
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: CA
County: ORANGE
Business Address  
Address 1: 145 SOUTH STATE COLLEGE
Address 2: SUITE 115-G
City: BREA
State: CA
Zip: 92821
Phone: 7704539300
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 11315 JOHNS CREEK PARKWAY
Address 2: SUITE 115-G
City: DULUTH
State: GA
Zip: 30097
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
TRENT BROWN 35LKF 16934150   YES 08-09-2018
DEBORAH RUFFIN 35YSK 116779   YES 08-09-2018
GABRIEL JACKSON 37KCZ 14089345   YES 08-09-2018
TIMOTHY SCHAEFER 37PPP 15952460   YES 08-09-2018
JOEY TERRAZA 37RFX 17659749   YES 08-09-2018
SHAUN SMITH 38GYU 7900037   YES 08-09-2018
MATTHEW RADER 39FXK 15913696   YES 08-09-2018
NANCY PYON 39KAD 7368269   YES 08-09-2018
DAN CHAMBERLAIN 39PEL 4627329   YES 08-09-2018
GILLIAN HARRIS 40OSV 17726954   YES 08-09-2018
CHARLES BRASEL 42MXF 9904777   YES 08-09-2018
KATHERINE JOHNSEN 45IAK 17613125   YES 08-09-2018
DAVID SPEAKER 46VLC 17828910   YES 08-09-2018
MATTHEW POLETTI 46VRI 16961877   YES 08-09-2018
BEAU NORTON 45NJV 17364680   YES 08-09-2018
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company) NO
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application? NO
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: STEPHANIE HOSIER
Title: DIRECTOR OF LICENSING
Phone Number: 7704539300
Email Address: KEIL.YOUNG@TRANSAMERICA.COM